Melissa Haskins is a financial advisor at Edward Jones in Valrico, FL, with 12 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Eric Rambo is a CFP®-designated financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial and SouthState Bank and previously worked with Truist Advisory Services and SunTrust Investment Services. His career includes roles spanning over a decade with several regional financial institutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Brady Walsh is a Series 66-licensed financial advisor with UBS Financial Services in Tampa, FL, holding one year of industry experience. His prior roles include positions at Raymond James & Associates, Absolute Funding Ventures, ReliaQuest, and previous employment with UBS. He is also the owner of JBL Strategic Investments, LLC, an entity involved in a real estate partnership interest. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad platform including futures commission merchant activities and affiliated banking programs.

Robert Sullivan is a financial advisor with LPL Financial in Lakeland, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at MFS Fund Distributors, Inc. from 1993 to 2017 and has been associated with Allen & Company of Florida since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Robert Stark is a CFP® with 42 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2022. His prior roles include positions at Royal Alliance Associates and Signator Investors. He is also the president and owner of Pioneer Financial Associates Inc. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a variety of investment strategies and delivery platforms, including proprietary models and third-party manager referrals, tailored to client objectives.

Cesar Polanco Regalado is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding a Series 63 designation and four years of industry experience. His career includes multiple roles within Wells Fargo Bank and a brief period at Lyft, Inc. before that, he spent ten years at DataVimenCa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Burns is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2023 and has a background that includes seven years of service in the United States Marine Corps. Burns is also affiliated with Georgetown University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Otavio Peruzzo is a financial advisor at Merrill Lynch Wealth Management. He focuses on helping clients grow and manage their wealth through personalized financial planning and investment guidance. His expertise includes liquidity management, managing new wealth, portfolio management services, and tax minimization. Otavio holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Unigran. He provides services in Portuguese, Spanish, and English. Outside of his professional work, Otavio has interests in music, soccer, and tennis.

Susan Craig is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley since 2014, including roles at Morgan Stanley Private Bank, National Association. Outside of her advisory work, she is a published author of a children's photo book on African animals available in seven languages and serves on the Board of Directors for The Vanguard School, a private boarding school for children ages 6 to 12. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and global market estimates in its services.

Christine Kelley is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she leads a team of investment professionals providing comprehensive financial advice and planning services. She joined Merrill in 2019 and brings 13 years of experience in the financial services industry. Christine's expertise includes corporate benefit programs such as equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. She works closely with corporate executives to integrate their benefits into long-term financial strategies and offers guidance in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. Her approach emphasizes personalized, one-on-one collaboration to develop tailored financial strategies. She holds a Bachelor's Degree from the University of Cincinnati and has earned professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Christine participates in community volunteer activities and pursues personal interests such as cooking, dancing, fishing, genealogy, horseback riding, interior decorating, knitting and crocheting, reading, skiing, and traveling.

Matthew Bishop is a financial advisor with Edward Jones in Lakeland, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Andrew Soto is a Series 66-licensed financial advisor at Merrill with one year of industry experience. Before joining Merrill in 2025, he held various roles in the service and hospitality sectors and was a student at the University of South Florida from 2022 to 2025. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Conrow is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Edward Jones for 10 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, integrating proprietary research and third-party data within a structured investment framework.

Andrew Smith is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the CFP® and CFA® designations and has worked at both JPMorgan and Goldman Sachs during his career. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Lehman is a financial advisor at LPL Financial with 31 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2017, he worked for 15 years at Investment Centers Of America, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.

Randall Andersen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anthony Scaglione is a financial advisor with Stifel in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, he is involved with Rivercrest LLC, a personal care products company, where he serves as Vice President of Development, and he holds several leadership roles with the Ybor City Rotary Club, including Environmental Projects Chairman and trustee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

Suresh Attal is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has worked at UBS Financial Services since 2022, following roles at Raymond James & Associates and Vive FX LLC. Outside of his advisory work, he is involved in several business ventures, including partnerships focused on strategic alliances and marketing initiatives, and serves as Vice President of the Membership Committee for a professional networking group. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Lisa Kulhavi is a financial advisor at LPL Financial with 31 years of industry experience. She holds the CFP® and ChFC® designations and has worked at LPL Financial since 2018, following six years at Bank of America and Merrill. Outside of her advisory role, she is a commissioned notary in the State of Florida and is involved with Juice Plus, a nutritional supplements business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Pamela Hansen is a financial advisor with Thrivent Investment Management in Tampa, FL, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has been with Thrivent and its related entities since 2005. Outside of her advisory work, Pamela serves on the board of Cornerstone Family Ministries and participates in several mystery shopping programs and community volunteer activities, including a leadership role with Paint Your Heart Out Tampa. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics, offering planning separately from its managed-account services and typically conducting annual reviews of client recommendations.